Quickly send emails and sync conversations with custom email addresses in CRM
![](https://static.zohocdn.com/zoho-desk-editor/static/images/file.png)
Editions:
All editionsDCs:
All DCsRelease plan:
This enhancement has been released for
customers in all DCs except IN and US. We will be enabling it for IN and US DC customers soon.
[Update on 22 May 2024]
This enhancement has been released for all customers in all DCs.Help doc:
Custom email fields preferences
Hello folks!
A quick update regarding custom email fields in CRM.
In many situations, multiple email addresses are used by a single person. For example, a customer may have multiple email addresses for various purposes, such as personal communication, online shopping, work-related correspondence, project discussions, financial transactions, and more. The reasons for having multiple email addresses can range from personal preferences to legal compliance. The CRM already supports custom email fields to help list multiple email addresses in a record (in addition to the primary and secondary email fields).
You now have the ability to easily send emails to and sync conversations with such custom email addresses within the CRM to ensure a comprehensive view of your email communications. Please note that this is not enabled by default.
In order to enable this support for custom email addresses, admins can:
- Navigate to Setup > Channels > Email.
- In the Email Configuration tab, select Custom Email Preference.
- Enable Custom email fields preferences.
The following will be enabled based on the preference set by the CRM admin:
- The addresses stored in custom email fields will be available as quick suggestions and autocomplete suggestions in the email composer.
![](https://desk.zoho.com:443/support/ImageDisplay?downloadType=uploadedFile&fileName=1715766096211.png&blockId=edbsnb78b360240adcafd0122a7ba637b96d17264e37a9ed1fdae1f55580a41718692&zgId=edbsn7709df772cce2825696f51e4f4f5fe02&mode=view)
- Emails sent and received from email addresses (stored in custom email fields) will be synchronized in the email related list. The filters have been improved to help you concentrate on the necessary conversations. If you wish to have an overview of all communication with a person, you can choose the All Emails view. This will display all email discussions linked to the primary, secondary, and custom email fields.
![](https://desk.zoho.com:443/support/ImageDisplay?downloadType=uploadedFile&fileName=1715768683122.png&blockId=edbsn83794b7b2ef86639c0ebb9eb99c0aa52e06986d839cdb7513936d3c38bb7aebc&zgId=edbsn7709df772cce2825696f51e4f4f5fe02&mode=view)
- The Latest email status filter will consider conversations with custom email field addresses, along with primary and secondary email addresses, to display relevant records.
- Email conversations with custom email field addresses will be included in reports.
Points to remember
- Custom email field preference applies for Leads, Contacts, Vendors, and custom modules.
- The All Emails view will be available only when the total number of filled-in email fields (including system-defined fields) is five or fewer.
- If the total number exceeds five, you will be provided with an All emails - Sent from CRM view instead of the All Emails view.
- The email sharing settings configured for the primary and secondary addresses will also apply for custom email addresses.
- The custom email fields preferences can be enabled only when all the users in an organization are in the latest email configuration.
- This is currently supported for IMAP and POP3 users only.
- If any org has an active Gmail API integration, for now they cannot enable this preference. This will be supported in few months.
- This feature is not available in mobile apps currently.
Zoho Developer Community
Deliver unforgettable customer experiences
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Announcing the demarcation of a few capabilities within Feeds
Dear Customers, We hope you're well! We are here with a recent update we made to the Feeds feature in Zoho CRM. We have demarcated the following capabilities from Feeds: View inactive/ dormant records View records followed by you Auto-follow records With
Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
Enhanced duplicate check for Leads in CRM
Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This
Effortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive
Blueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.